THE WEALTH WELL™️ BUSINESS DASHBOARD

Running a successful business requires more than just a great idea; it demands meticulous organization, strategic planning, and a robust system to keep everything on track. The Wealth Well™️ Business Dashboard is your all-in-one solution designed to meet the needs of small business owners, content creators, and entrepreneurs who want to streamline their operations and boost productivity.

A picture of Morgan Blackman working at her desk with pen in her hand and smile on her face

When I first started my business, staying organized was a challenge, especially with my undiagnosed ADHD and other neurodivergent traits. Growing up as the daughter of an accountant, I learned early on the importance of having systems in place. My father’s meticulous approach to organization inspired me to create a small business dashboard that not only kept everything in one place but also helped me grow my business efficiently.

This habit of organization became my superpower, enabling me to integrate various business system planning tools into one unified platform.

That’s how the Wealth Well™️ Business Dashboard was born—a tool that has been pivotal in achieving $10k months, landing sponsorships, and running my business smoothly, even without a virtual assistant.

And now you can unlock the same expansive opportunities for your business too.

Whether you're a small business owner, a content creator, or someone juggling multiple roles, this Notion business dashboard is built to simplify and optimize your daily operations.

Here's why it stands out:

Comprehensive Business Planning

Consolidate your business analysis planning, financial planning for business owners, and small business strategic planning into one seamless system. The dashboard is designed to support every aspect of your business, from operations to marketing and finances.

Efficient Financial Management
With the bonus Wealth Well™️ Tracker (which you can access the stand-alone free version HERE), this financial planning for businesses tool allows you to track income, expenses, and subscriptions effortlessly. Set and achieve your business finance goals by having a clear view of your financial health. I’ve also included a business income and expenses tracker and a subscription sheet to keep those recurring expenses in check.

Ultimate Content Planning
The dashboard includes a Notion content planner that makes brainstorming, scheduling, and managing your content a breeze. Whether you're a blogger, content creator, or managing a team, this content creator planner is essential for keeping your brand consistent and engaging.

Project and Task Management
Plan and track your projects with a business planner that integrates long-term goals with day-to-day tasks. It’s the perfect tool for small business strategic planning and ensuring nothing falls through the cracks.

Digital Organization
Say goodbye to scattered files and hello to a digital business planner that keeps everything from your business plan Notion template to your content planners organized and accessible.

Image of Morgan Blackman's hands typing on her laptop

The Wealth Well™️ Business Dashboard isn’t just another tool; it’s the backbone of your small business strategic planning. It consolidates everything you need into one planner for small business owners, helping you stay organized, focused, and on track to meet your goals.

Even if you have a virtual assistant, this dashboard is a game-changer. It provides a clear, organized structure that helps your VA know exactly what needs to be done, how to do it, and when. By streamlining communication and task management, you can maximize efficiency and ensure nothing falls through the cracks.

Let’s take a deeper look at the four main sections of this business dashboard, and the pages you’ll get with each.

What’s Inside the Wealth Well™️ Business Dashboard?

  • OPERATIONS HUB

    Screenshot of Operations section of dashboard

  • MARKETING HUB

    Screenshot of Marketing section of dashboard

  • CRM HUB

    Screenshot of Customer Relationship Management (CRM) section of dashboard

  • FINANCIAL HUB

    Screenshot of Finance section of dashboard
Photo of laptop, mug filled with coffee, notepad and pen and phone on a wooden work desk

ELEVATE YOUR BUSINESS’ ORGANIZATION AND PLANNING NEEDS.

For a limited time, you can access the Wealth Well™️ Business Dashboard at an exclusive pre-sale price of 20% off! This investment in your business will pay dividends as you experience the clarity, organization, and growth it brings.

Image of Morgan Blackman smiling into camera with blurred plant leaves coming from left side

ABOUT THE CREATOR

Hey! I’m Morgan, a holistic wealth coach whose coaching is centered around helping female entrepreneurs and leaders become confident in their goal-setting decisions by embodying their unique energetic blueprint, toward manifesting a wealthier and more abundant life.

I now spend part of my time coaching and assisting others on how to live with integrity and full alignment around their goals (whether that’s finance, business, health, life’s purpose, etc.), as I spend the other half of my time creative writing, publishing, virtual assisting other coaches in the field and learning to just…be.

To be the person who lives a life that they love.